BaS - if Speedy pay 50% of the cost to purchase, and get 50% of rental revenue (AFC the other 50%) then both equally benefit from unit cost reduction. Seems quite a sensible deal from an AFC perspective.
A good question is whether AFC will make more revenue over say a 5-year period or longer when they get 50% of the rental revenues over selling the units and waving goodbye to them. Anyone?
I’m pleased you’ve moved to a cleaner model Daz although my point was not around EV and greenwashing - digging up mountains to create batteries grates with me too - rather that you’ve had the opportunity to do that for some time but hadn’t until someone drove into you and forced the issue. The fact our products are not being bought while the world is burning is not so much Bonds fault - it’s the fact the incentives are not there for the consumer to buy. Sadly it may take a few execs and MPs to lose their holiday houses to fire for that to change.
I admire your persistence m3 but I’d give up on here and do something useful with your life. I think your posts are generating more negative traffic than reducing it and that’s just more pointless tripe generating carbon from chat servers we would all like to reduce.
By my calculations you would need a maximum of 9 60kw stacks for 500kw. Also a 10’ container is quite large so even with BoP I think it could house that number of stacks.
Has it been said that Alkamem is a dependency for high density or are you just making that assumption?
Wasn’t there a very compact 60kw S+ high-density stack on display at the AGM? I wasn’t there but looking at the pictures and comparing it to the 2.5kw stack used for the 100kw unit they will be able to squeeze a lot more kw into a smaller space.
It’s the link between Alkamem and high density which is the interesting claim here, which if not entirely baseless would cast doubt over AFCs ability to deliver the big ticket products.
I’ve not seen anything to say any of our products are dependent on Alkamem so assume the TP membrane being used is up to the job while they continue on Alkamem in the background.
Garonne - I’m not sure Alkamem is a requirement for the high power density. Do you have a quote or evidence to support that statement. To be clear I’m not trying to trap you here - I want to know if it’s fact or not.
12p is important to Ade because it’s lower than the current share price. No doubt he’ll now go on about how right he’s been since 65p, but then again if he gets it wrong you won’t see him for dust. He has no idea like the rest of us.